anlak storytelling
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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 70,711-70,740
Pages 3,225
Rows per page 30
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18 30 60

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70,711-70,740 of 96,741

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33
The slide uses a red box to highlight the gap between actual organic growth and guidance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
34
The slide uses a red box to highlight the 'Organic Adjusted EBITDA Growth' row as the primary evidence of the thesis.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
36
The red box highlights the specific line item 'Integration, transition and other payments associated with acquisitions, divestitures and other transitions' as the primary point of contention.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
39
The slide uses a table to compare pre-Sacco and post-Sacco financial metrics, specifically highlighting the acceleration of receivables growth relative to revenue.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
40
The slide uses a red box and arrow to draw attention to the increasing percentage of finished goods and obsolete inventory.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
41
The slide uses a red box and arrow to emphasize the upward trend in the calculated percentages.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Uses a news clipping as a primary source to frame the target company's behavior as a red flag.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
44
Uses quotes from earnings calls to highlight the contradiction between management's narrative and the quantitative evidence.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
45
The slide uses a table to highlight the trend of increasing promotional spend relative to revenue, supported by a quote from a former manager.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
46
Uses a direct quote from the CEO to set up the contradiction.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
47
Uses red boxes and arrows to highlight the change in accounting estimates and the resulting impact on financial ratios.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
54
The slide uses red boxes and arrows to visually emphasize flat or declining trends in search volume.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
55
Uses a table-like structure to present chronological earnings call transcripts.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
56
The slide uses expert/insider testimony to validate the thesis that PBH lacks pricing power.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
57
Includes photographic evidence of shelf pricing and a summary table calculating the percentage premium.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses visual evidence (photos of shelf tags) to demonstrate that store brands are significantly cheaper than PBH products, with price premiums calculated for each.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
60
Uses visual evidence (shelf photos) and pricing tables to undermine management's M&A rationale.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses visual evidence of store-brand packaging (Equate) explicitly referencing Dramamine to support the thesis of competitive pressure.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
66
Uses a dialogue-based format to illustrate the loss of shelf space.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
69
Uses photographic evidence to highlight disadvantageous shelf positioning at major retailers.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
74
Uses a dialogue-style format to contrast Spruce Point's inquiry with expert testimony.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
78
Uses visual evidence of shelf pricing to highlight price premiums.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
80
The chart shows a trend of increasing ACV percentages over time, which the author interprets as a sign of limited future growth potential.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
81
Uses a 'ceo-quote-contradiction' framework to highlight the gap between management claims and operational reality.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
85
The table highlights a trend of increasing deal sizes and multiples over time.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
86
The chart uses a bar-vertical format with an overlay trend line and a specific callout for the Fleet acquisition.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
87
The slide uses three specific acquisition examples (Fleet, DenTek, Insight/Hydralyte) to demonstrate the pattern of disclosure.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
88
Uses a combination of data tables and quote-based contradiction analysis to undermine management credibility.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
91
The table highlights specific acquisitions where tax deductibility is 'Yes' in red, emphasizing the high percentage of purchase price allocated to G&I.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
93
The slide highlights a lack of transparency regarding R&D spending for the target company.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit